Private Client Advisor - Wealth Planning & Relationships

JPMorgan Chase & Co.; New Albany (IN); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New Albany, IN, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will build lasting relationships, work with partners, and leverage digital tools to enhance client experiences, while upholding the highest standards of integrity and regulatory compliance. This role emphasizes client coaching beyond investments and a proactive advisory approach to help

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Relationship building

Client acquisition

Financial planning

Advising

Regulatory compliance

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

JPMorgan Chase & Co. in New Albany, IN, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will build lasting relationships, work with partners, and leverage digital tools to enhance client experiences, while upholding the highest standards of integrity and regulatory compliance. This role emphasizes client coaching beyond investments and a proactive advisory approach to help